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Duke Energy
DUK

Overview Fund Activity

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$221M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$128M
3
LM
Luminus Management
Texas
+$109M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$89.7M
5
Capital International Investors
Capital International Investors
California
+$85.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$50.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
801
AT Bancorp
Iowa
$339K – – –
AHC
802
Adell Harriman & Carpenter
Texas
$336K +$7.19K +100 +2%
AAC
803
Asset Advisors Corp
Georgia
$335K -$16.5K -229 -5%
BSB
804
Bangor Savings Bank
Maine
$335K +$6.48K +90 +2%
VAM
805
Visium Asset Management
New York
$335K +$335K +4,651 New
FHC
806
First Heartland Consultants
Missouri
$334K +$27.6K +384 +9%
ACI
807
Alpha Cubed Investments
California
$332K +$56.5K +790 +21%
UBWV
808
United Bank (West Virginia)
West Virginia
$331K +$31.3K +435 +10%
MWP
809
MYCIO Wealth Partners
Pennsylvania
$331K +$216K +3,000 +188%
PAIA
810
Park Avenue Institutional Advisers
New York
$329K -$13.9K -193 -4%
RWA
811
Ropes Wealth Advisors
Massachusetts
$329K -$2.37K -33 -0.7%
GI
812
Gradient Investments
Minnesota
$327K -$431 -6 -0.1%
KFC
813
Klingenstein Fields & Co
New York
$326K – – –
SCM
814
Southport Capital Management
Tennessee
$326K +$26.3K +365 +9%
CAM
815
CG Asset Management
New York
$324K – – –
RC
816
RegentAtlantic Capital
New Jersey
$322K -$20.8K -289 -6%
DP
817
Dearborn Partners
Illinois
$322K – – –
MMG
818
Monetary Management Group
Missouri
$321K +$108K +1,500 +51%
BWFM
819
Bridgewater Wealth & Financial Management
Maryland
$320K – – –
PL
820
Parkwood LLC
Ohio
$319K – – –
OA
821
Outfitter Advisors
Virginia
$318K -$17.9K -249 -5%
AP
822
Appleton Partners
Massachusetts
$317K +$66.2K +921 +26%
PFS
823
Prospera Financial Services
Texas
$317K +$317K +4,409 New
CB
824
Community Bank
New York
$310K – – –
BONST
825
Bank of Nova Scotia Trust
Ontario, Canada
$309K -$7.18K -100 -2%
31 32
33
34 35